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First Trust Energy Income and Growth Fund (FEN) Institutional Ownership

First Trust Energy Income and Growth Fund logo
$16.00
-0.03 (-0.19%)
(As of 05/3/2024)
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Institutional Ownership Changes (13F Filings) for First Trust Energy Income and Growth Fund (NYSEAMERICAN:FEN)

Number of
Institutional Buyers
(last 12 months)
8
Number of
Institutional Sellers
(last 12 months)
10
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FEN Institutional Buying and Selling by Quarter

First Trust Energy Income and Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024Cetera Advisors LLC17,248$282K0.0%-16.7%0.000%
5/15/2024BOKF NA11,890$195K0.0%-18.3%0.000%
5/14/2024Advisors Asset Management Inc.515,398$8.42M0.2%+0.3%0.000%
5/10/2024Cornerstone Advisors LLC93,195$1.52M0.1%-22.0%0.000%
5/9/2024Kingsview Wealth Management LLC46,931$767K0.0%-18.5%0.000%
5/8/2024Avantax Advisory Services Inc.97,024$1.59M0.0%-1.8%0.000%
5/7/2024Retirement Planning Co of New England Inc.57,041$932K0.5%-13.7%0.000%
5/7/2024Mystic Asset Management Inc.118,771$1.94M0.8%-0.9%0.000%
5/1/2024Stegent Equity Advisors Inc.19,141$313K0.3%-28.5%0.000%
4/30/2024 Private Advisor Group LLC49,260$805K0.0%+2.4%0.000%
4/30/2024Commonwealth Equity Services LLC54,093$884K0.0%+1.6%0.000%
4/25/2024Summit Financial LLC191,776$3.13M0.2%N/A0.000%
4/23/2024Raymond James Financial Services Advisors Inc.200,059$3.27M0.0%-18.2%0.000%
4/16/2024 LongView Wealth Management11,500$188K0.1%N/A0.000%
1/17/2024Reitz Capital Advisors LLC44,193$640K1.1%-7.5%0.000%
11/14/2023AQR Arbitrage LLC124,766$1.64M0.1%+92.9%0.000%
11/13/2023Retirement Planning Co of New England Inc.61,585$810K0.5%+2.1%0.000%
11/13/2023Mystic Asset Management Inc.115,871$1.52M0.9%-1.0%0.000%
11/9/2023Cornerstone Advisors LLC74,325$977K0.0%-33.1%0.000%
11/9/2023UBS Group AG149,742$1.97M0.0%+2.6%0.000%
11/3/2023 Private Advisor Group LLC39,523$520K0.0%+3.5%0.000%
8/17/2023Coastal Bridge Advisors LLC315,884$4.40M1.1%-5.0%0.000%
8/15/2023Cohen & Steers Inc.137,827$1.92M0.0%+61.4%0.000%
8/11/2023Baird Financial Group Inc.439,166$6.12M0.0%+32.5%0.000%
8/11/2023Cornerstone Advisors LLC111,027$1.55M0.1%+12.2%0.000%
8/11/2023Landscape Capital Management L.L.C.20,018$279K0.0%-50.3%0.000%
8/11/2023Guggenheim Capital LLC42,903$598K0.0%-53.3%0.000%
8/10/2023 Private Advisor Group LLC38,199$532K0.0%+2.6%0.000%
8/10/2023Cetera Advisors LLC232,384$3.24M0.1%-0.5%0.000%
8/7/2023Wolverine Asset Management LLC151,930$2.12M0.0%-22.1%0.000%
8/7/2023Stegent Equity Advisors Inc.30,129$420K0.5%-18.1%0.000%
8/3/2023 Garrison Asset Management LLC42,664$606K0.3%+6.0%0.000%
8/2/2023Sigma Planning Corp26,830$374K0.0%-5.0%0.000%
8/1/2023Truist Financial Corp34,418$479K0.0%-6.6%0.000%
8/1/2023BDO Wealth Advisors LLC17,563$245K0.0%-8.3%0.000%
7/31/2023LPL Financial LLC122,770$1.71M0.0%-7.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.206,356$2.88M0.0%-3.5%0.000%
7/25/2023 Ameritas Advisory Services LLC11,765$160K0.0%-30.7%0.000%
7/20/2023Cornerstone Advisory LLC11,943$166K0.0%N/A0.000%
7/20/2023Csenge Advisory Group14,801$206K0.0%-6.2%0.000%
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7/17/2023Reitz Capital Advisors LLC41,899$584K0.5%+23.7%0.000%
5/15/2023ICA Group Wealth Management LLC32,310$419K0.1%-4.5%0.000%
5/11/2023Elequin Securities LLC10,166$132K0.1%-10.1%0.000%
5/11/2023Guggenheim Capital LLC91,775$1.19M0.0%-36.9%0.000%
5/10/2023 Private Advisor Group LLC37,239$483K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.40,249$522K0.1%N/A0.000%
5/9/2023BDO Wealth Advisors LLC19,159$249K0.0%-15.2%0.000%
5/8/2023Wolverine Asset Management LLC195,137$2.53M0.0%+149.9%0.000%
5/8/2023Sigma Planning Corp28,235$366K0.0%-7.0%0.000%
5/5/2023Truist Financial Corp36,867$479K0.0%-2.2%0.000%
5/1/2023Csenge Advisory Group15,773$205K0.0%-7.1%0.000%
5/1/2023 CWM LLC2,896$38K0.0%+183.6%0.000%
4/28/2023Avantax Advisory Services Inc.88,302$1.15M0.0%-21.7%0.000%
4/28/2023 Ameritas Advisory Services LLC16,972$220K0.0%-40.1%0.000%
4/26/2023Reitz Capital Advisors LLC33,863$440K0.4%-53.3%0.000%
4/21/2023Mystic Asset Management Inc.116,936$1.52M0.8%+1.0%0.000%
4/18/2023 Clarus Group Inc.11,405$148K0.1%-9.2%0.000%
4/18/2023Stegent Equity Advisors Inc.36,780$477K0.5%-49.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.213,760$2.78M0.0%-2.5%0.000%
4/11/2023 UMB Bank n.a.13,521$176K0.0%-20.8%0.000%
2/14/2023Alpine Global Management LLC12,788$181K0.1%N/A0.000%
2/13/2023Advisors Asset Management Inc.263,486$3.74M0.1%-14.5%0.000%
2/13/2023Kingsview Wealth Management LLC74,167$1.05M0.0%-1.1%0.000%
2/10/2023Bison Wealth LLC10,976$155K0.0%-11.4%0.000%
2/10/2023 Ameritas Advisory Services LLC28,330$402K0.0%+140.8%0.000%
2/10/2023Sit Investment Associates Inc.6,000$85K0.0%+100.0%0.000%
2/9/2023Elequin Securities LLC11,308$160K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.219,147$3.11M0.0%-3.7%0.000%
2/8/2023Coastal Bridge Advisors LLC330,850$4.70M1.3%-5.9%0.000%
2/8/2023UBS Group AG237,054$3.36M0.0%+5.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.21,582$306K0.0%+14.9%0.000%
2/7/2023Commonwealth Equity Services LLC88,119$1.25M0.0%+0.9%0.000%
2/7/2023 Garrison Asset Management LLC40,177$570K0.4%-2.1%0.000%
2/7/2023LPL Financial LLC105,403$1.50M0.0%-10.2%0.000%
2/7/2023IFP Advisors Inc11,561$263K0.0%+99.1%0.000%
2/3/2023Retirement Planning Co of New England Inc.59,413$843K0.6%-1.8%0.000%
2/3/2023Mystic Asset Management Inc.115,800$1.64M0.9%+1.0%0.000%
2/3/2023Ellevest Inc.2,500$35K0.0%N/A0.000%
2/2/2023Stegent Equity Advisors Inc.73,000$1.04M1.2%-15.9%0.000%
2/2/2023 All Season Financial Advisors Inc.30,015$426K0.4%+3.0%0.000%
2/1/2023Wolverine Asset Management LLC78,082$1.11M0.0%N/A0.000%
1/27/2023BDO Wealth Advisors LLC22,580$320K0.0%-10.8%0.000%
1/24/2023Sigma Planning Corp30,356$431K0.0%-36.0%0.000%
1/18/2023 Private Advisor Group LLC34,796$494K0.0%+5.0%0.000%
1/18/2023Reitz Capital Advisors LLC72,443$1.03M1.0%-9.2%0.000%
11/16/2022Kingsview Wealth Management LLC75,014$1.11M0.1%-3.8%0.000%
11/15/2022 Sowell Financial Services LLC105,687$1.57M0.2%+0.7%0.000%
11/15/2022Coastal Bridge Advisors LLC351,480$5.22M1.4%-10.3%0.000%
11/14/2022Guggenheim Capital LLC189,695$2.82M0.0%-14.9%0.000%
11/14/2022MML Investors Services LLC421,846$6.26M0.0%N/A0.000%
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11/10/2022Sigma Planning Corp47,466$705K0.0%-18.6%0.000%
11/10/2022ICA Group Wealth Management LLC42,817$636K0.1%-14.6%0.000%
11/10/2022UBS Group AG224,200$3.33M0.0%+2.9%0.000%
11/10/2022 Clarus Group Inc.12,557$186K0.2%+8.7%0.000%
11/8/2022Advisors Asset Management Inc.308,040$4.57M0.1%-12.0%0.000%
11/8/2022IFP Advisors Inc5,808$137K0.0%+19.6%0.000%
11/2/2022BDO Wealth Advisors LLC25,305$376K0.0%-5.9%0.000%
11/2/2022Avantax Advisory Services Inc.33,921$504K0.0%N/A0.000%
10/27/2022Reitz Capital Advisors LLC79,786$1.19M1.1%+1.6%0.000%
10/27/2022 CWM LLC2,521$37K0.0%+146.9%0.000%
(Data available from 1/1/2016 forward)

FEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEN shares?

During the previous two years, 45 institutional investors and hedge funds held shares of First Trust Energy Income and Growth Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($8.42M), MML Investors Services LLC ($6.26M), Baird Financial Group Inc. ($6.12M), Coastal Bridge Advisors LLC ($4.40M), Raymond James Financial Services Advisors Inc. ($3.27M), Summit Financial LLC ($3.13M), and Wolverine Asset Management LLC ($2.12M).Learn more on FEN's institutional investors.

Which institutional investors have been buying First Trust Energy Income and Growth Fund stock?

Of the 29 institutional investors that purchased First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: MML Investors Services LLC ($421.85K), Wolverine Asset Management LLC ($195.14K), Summit Financial LLC ($191.78K), Baird Financial Group Inc. ($107.74K), AQR Arbitrage LLC ($60.07K), Cohen & Steers Inc. ($52.43K), and Private Advisor Group LLC ($42.32K).

How much institutional buying is happening at First Trust Energy Income and Growth Fund?

Institutional investors have bought a total of 1,247,656 shares in the last 24 months. This purchase volume represents approximately $6.40M in transactions.

Which First Trust Energy Income and Growth Fund major shareholders have been selling company stock?

Of the 27 institutional investors that sold First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($135.80K), Advisors Asset Management Inc. ($86.60K), Coastal Bridge Advisors LLC ($77.52K), Raymond James Financial Services Advisors Inc. ($65.59K), Stegent Equity Advisors Inc. ($64.29K), Cornerstone Advisors LLC ($63.00K), and Reitz Capital Advisors LLC ($49.52K).

How much institutional selling is happening at First Trust Energy Income and Growth Fund?

Institutional investors have sold a total of 766,165 shares in the last 24 months. This volume of shares sold represents approximately $2.03M in transactions.


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This page (NYSEAMERICAN:FEN) was last updated on 11/4/2024 by MarketBeat.com Staff
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